Sigma Planning Corp
FESM icon

Sigma Planning Corp’s Fidelity Enhanced Small Cap Core ETF FESM Stock Holding History

Sigma Planning Corp’s Portfolio FESM Stock Details FESM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.24M Buy
+27,595
New +$1.3M 0.03% 502
2025
Q3 		– Sell
-16,247
Closed -$520K – 1320
2025
Q2 		$520K Buy
+16,247
New +$483K 0.02% 765

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KFG Wealth Management
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Parkside Investments
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Mayfair Advisory Group
Mayfair Advisory Group Birmingham, Alabama $345M AUM 16.1% 1-Year Est. Return
First Heartland Consultants
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $699M AUM 17.55% 1-Year Est. Return
Salus Financial Advisors
Salus Financial Advisors Colorado Springs, Colorado $210M AUM 12% 1-Year Est. Return
Riversedge Advisors
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
American National Bank of Texas
American National Bank of Texas Richardson, Texas $109M AUM 11.13% 1-Year Est. Return

Sigma Planning Corp's FESM Position: Q3 2026 in Review

Sigma Planning Corp opened a new position in Fidelity Enhanced Small Cap Core ETF (FESM) in Q3 2026: 27,595 shares worth $1.24M. The stake represents 0.03% of the portfolio and ranks #502 among its holdings. This is a return to the name: Sigma Planning Corp previously reported a position in FESM as recently as Q2 2025.

Sigma Planning Corp first reported a position in FESM in Q2 2025 and has held it in 2 quarters since. 80 funds tracked by Wall St. Rank hold FESM as of Q3 2026.

  • Sigma Planning Corp held 27,595 shares of Fidelity Enhanced Small Cap Core ETF worth $1.24M as of Q3 2026.
  • Fidelity Enhanced Small Cap Core ETF was a new Sigma Planning Corp position in Q3 2026.
  • Fidelity Enhanced Small Cap Core ETF made up 0.03% of Sigma Planning Corp's portfolio in Q3 2026, its #502 holding.
  • Sigma Planning Corp first reported a position in Fidelity Enhanced Small Cap Core ETF in Q2 2025 and has held it in 2 quarters since.
  • 80 funds tracked by Wall St. Rank held Fidelity Enhanced Small Cap Core ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.